We are live on ! Find out more
VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.45%
This Fund
S&P 500
This Quarter Est. Return
+4.57%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$487M
Cap. Flow
+$254M
Cap. Flow %
2.48%
Top 10 Hldgs %
34.45%
Holding
2,091
New
106
Increased
1,133
Reduced
706
Closed
116

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$19.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2M
3
NVDA icon
NVIDIA
NVDA
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5M
2
LIN icon
Linde
LIN
+$4.87M
3
K
Kellanova
K
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

Rank Sector Weight
1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REYN icon
1026
Reynolds Consumer Products
REYN
$5.32B
$803K 0.01%
35,033
-1,599
-4% -$38.6K
BFH icon
1027
Bread Financial
BFH
$4.48B
$802K 0.01%
10,837
+425
+4% +$27.9K
CE icon
1028
Celanese
CE
$4.81B
$802K 0.01%
18,961
+7,823
+70% +$319K
KBH icon
1029
KB Home
KBH
$3.45B
$798K 0.01%
14,144
-89
-0.6% -$5.47K
IJH icon
1030
iShares Core S&P Mid-Cap ETF
IJH
$124B
$795K 0.01%
12,051
-73
-0.6% -$4.78K
SIMO icon
1031
Silicon Motion
SIMO
$8.53B
$790K 0.01%
8,523
-281
-3% -$25.8K
PCOR icon
1032
Procore
PCOR
$8.34B
$785K 0.01%
10,792
+449
+4% +$33.2K
BSAC icon
1033
Banco Santander Chile
BSAC
$16.4B
$785K 0.01%
25,225
+2,233
+10% +$65.1K
MMS icon
1034
Maximus
MMS
$3.27B
$784K 0.01%
9,087
-320
-3% -$27.4K
SR icon
1035
Spire
SR
$4.73B
$776K 0.01%
9,382
-156
-2% -$13.3K
OPCH icon
1036
Option Care Health
OPCH
$3.55B
$776K 0.01%
24,351
+1,564
+7% +$45.9K
GNRC icon
1037
Generac Holdings
GNRC
$11.9B
$775K 0.01%
5,681
+91
+2% +$14.7K
KOF icon
1038
Coca-Cola Femsa
KOF
$22.5B
$774K 0.01%
8,170
+760
+10% +$67.1K
RNAM
1039
DELISTED
Avidity Biosciences
RNAM
$771K 0.01%
10,695
+901
+9% +$58.2K
GTLS
1040
DELISTED
Chart Industries
GTLS
$769K 0.01%
3,729
+78
+2% +$15.8K
BKU icon
1041
Bankunited
BKU
$3.4B
$765K 0.01%
17,174
-71
-0.4% -$2.94K
CVLT icon
1042
Commault Systems
CVLT
$5.18B
$765K 0.01%
6,101
-308
-5% -$43.3K
DDS icon
1043
Dillards
DDS
$9.57B
$763K 0.01%
1,259
-11
-0.9% -$6.93K
TRP icon
1044
TC Energy
TRP
$68.6B
$763K 0.01%
13,873
-223
-2% -$11.9K
UI icon
1045
Ubiquiti
UI
$33.2B
$762K 0.01%
1,377
-119
-8% -$75.3K
SWK icon
1046
Stanley Black & Decker
SWK
$14.8B
$761K 0.01%
10,244
-2,504
-20% -$176K
OTEX icon
1047
Open Text
OTEX
$6.34B
$760K 0.01%
23,338
-1,254
-5% -$44.7K
IEX icon
1048
IDEX
IEX
$17.2B
$755K 0.01%
4,242
+302
+8% +$51.6K
IDCC icon
1049
InterDigital
IDCC
$7.98B
$753K 0.01%
2,365
+130
+6% +$46K
SOBO
1050
South Bow Corp
SOBO
$7.55B
$752K 0.01%
27,391
+7,530
+38% +$205K
40 41
42
43 44

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's Q4 2025 Portfolio in Review

As of Q4 2025, Vanguard Personalized Indexing Management held 2,091 positions worth $10.3B, up 5% from $9.76B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vanguard Personalized Indexing Management's Q4 2025 filing shows 106 new, 1,133 increased, 706 reduced and 116 closed positions. Its largest new stake was Qnity Electronics Inc: 32,801 shares worth $2.68M. The largest sale was iShares MSCI ACWI ETF, an estimated $5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Vanguard Personalized Indexing Management's largest Q4 2025 buy was Qnity Electronics Inc: 32,801 shares worth $2.68M.
  • Vanguard Personalized Indexing Management added most to Apple in Q4 2025, an estimated $19.5M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2025 reduction was Linde, cutting an estimated $4.87M.
  • Vanguard Personalized Indexing Management fully exited iShares MSCI ACWI ETF in Q4 2025, selling an estimated $5M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 34% of its $10.3B portfolio in Q4 2025.
  • Vanguard Personalized Indexing Management opened 106 new positions and closed 116 in Q4 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 5% quarter-over-quarter to $10.3B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.